Keap — Free Trial for Startups

Deal Highlights

Keap — CRM and Marketing Automation for Service-Based Startups

Keap (formerly Infusionsoft) is a CRM with marketing automation, payments, and appointment scheduling built for small service businesses. While HubSpot and Salesforce target venture-backed SaaS, Keap serves consultants, coaches, agencies, and service providers who need to manage clients and automate follow-ups.

All-in-One for Service Businesses

Keap combines contact management, email marketing, appointment scheduling, invoicing, and payment processing in one platform. A client fills out a form, gets a welcome email sequence, books an appointment, receives an invoice, and pays — all automated without switching between tools.

Advanced Automation

The visual campaign builder creates multi-step automations with conditional logic, delays, and branching. Automate lead nurturing, appointment reminders, follow-up sequences, and invoice collection. Automations trigger based on tags, form submissions, purchases, or any contact activity.

Payment Processing

Built-in payment processing with Stripe and PayPal. Create invoices, accept one-time and recurring payments, and automate payment reminders. No separate invoicing tool needed.

Keap vs HubSpot

HubSpot is better for content marketing and inbound lead generation. Keap is better for service businesses that need appointment scheduling, invoicing, and payment automation. HubSpot is free to start but expensive for automation. Keap includes automation from the start.

Getting Started

1. Sign up through SaaSOffers for a free trial
2. Import contacts and set up your pipeline
3. Create automation workflows from templates
4. Connect payment processing and start invoicing

Pricing

Pro at $159/month for 1,500 contacts with full CRM, automation, and payments. Max at $229/month adds advanced automation and analytics. 14-day free trial.

Who Is This Deal For?

Frequently Asked Questions

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